Annie McGrath

On Site Manager at Wisconsin Bank & Trust
  • Claim this Profile
Contact Information
us****@****om
(386) 825-5501
Location
Madison, Wisconsin, United States, US

Topline Score

Topline score feature will be out soon.

Bio

Generated by
Topline AI

You need to have a working account to view this content.
You need to have a working account to view this content.

Experience

    • United States
    • Banking
    • 1 - 100 Employee
    • On Site Manager
      • Feb 2021 - Present

      Responsible for customer service excellence, sales management, operational precision, and training of products and services. Responsible for customer service excellence, sales management, operational precision, and training of products and services.

    • Insurance
    • 100 - 200 Employee
    • Program Manager
      • Jul 2014 - Dec 2015

      Directly managed five programs with more than $40M in revenue, including two auto insurance firms and three renter’s insurance firms. Managed all profitability, production, claims, auditing, forecasting, and loss prevention measures. Presented key performance and financial results, audits, and plans during monthly management and semi-annual Executive Board and company wide meetings. Directly managed five programs with more than $40M in revenue, including two auto insurance firms and three renter’s insurance firms. Managed all profitability, production, claims, auditing, forecasting, and loss prevention measures. Presented key performance and financial results, audits, and plans during monthly management and semi-annual Executive Board and company wide meetings.

    • United States
    • Financial Services
    • 700 & Above Employee
    • Branch Manager
      • Mar 2013 - Jul 2014

    • United States
    • Insurance
    • 700 & Above Employee
    • State Manager
      • May 1997 - Jul 2006

      Directly accountable for profitability and production of more than $75M in annual premiums of non-standard auto insurance products. Profitably managed production and marketing, claims, customer service, pricing, and operations divisions for the states of Wisconsin, Idaho, Pennsylvania, Nebraska, North Dakota, and South Dakota. Presented results and action plans in monthly State Management and Executive Board meetings, as well as company wide during Semi-annual Corporate town halls. Directly accountable for profitability and production of more than $75M in annual premiums of non-standard auto insurance products. Profitably managed production and marketing, claims, customer service, pricing, and operations divisions for the states of Wisconsin, Idaho, Pennsylvania, Nebraska, North Dakota, and South Dakota. Presented results and action plans in monthly State Management and Executive Board meetings, as well as company wide during Semi-annual Corporate town halls.

    • Personal Banker
      • May 1993 - May 1997

      Personal Banking, Consumer Lending, Mortgage Loan Processing Personal Banking, Consumer Lending, Mortgage Loan Processing

Education

  • Marquette University
    MBA, Finance
    1996 - 1999
  • Wisconsin School of Business
    BA, Finance
    1989 - 1993

Community

You need to have a working account to view this content. Click here to join now